Emailing all invoices for a batch at once via the Billing Control Center

STEP 1: Click Billing/Approvals

STEP 2: Click Billing Control Center

Note: You can get to the same place by clicking Ctrl + M, start typing in Billing and double click on Billing Control Center

STEP 3: Click Batch output tab

STEP 4: Enter Batch From

STEP 5: Enter Batch To

STEP 6: Change Already printed to All

STEP 7: Click Search

Note: If you see any that have Print in the Output column, then that project does not have a person to email it to. For now, just put in a ticket with the PM's name and I'll add it. I am going to work on getting this integrated.

STEP 8: Check/Uncheck any that you need

STEP 9: Click Output

STEP 10: Choose the Layout - Choose Invoice with Project Data

STEP 11: Click Email/fax details tab

STEP 12: Enter your Email Subject

STEP 13: Enter your Email body

STEP 14: Click Ok

STEP 15: Double check that you have items -to email and click Yes

STEP 16: Click Ok

STEP 17: Close Window